NSCM
SMMD icon

New South Capital Management’s iShares Russell 2500 ETF SMMD Stock Holding History

New South Capital Management’s Portfolio SMMD Stock Details SMMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-11,825
Closed -$886K – 55
2025
Q4 		$886K Buy
+11,825
New +$881K 0.04% 52

Other funds holding SMMD

GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

New South Capital Management's SMMD Position: Q1 2026 in Review

New South Capital Management sold out of iShares Russell 2500 ETF (SMMD) in Q1 2026, closing a stake of 11,825 shares — an estimated $886K sold.

New South Capital Management first reported a position in SMMD in Q4 2025 and held it in 1 quarter. The position peaked at $886K in Q4 2025. 233 funds tracked by Wall St. Rank hold SMMD as of Q1 2026.

  • New South Capital Management reported no remaining iShares Russell 2500 ETF position as of Q1 2026 after selling out during the quarter.
  • New South Capital Management sold 11,825 iShares Russell 2500 ETF shares in Q1 2026, an estimated $886K.
  • New South Capital Management first reported a position in iShares Russell 2500 ETF in Q4 2025 and held it in 1 quarter.
  • New South Capital Management's iShares Russell 2500 ETF position peaked at $886K in Q4 2025.
  • 233 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2026.

Based on New South Capital Management's 13F filing for Q1 2026, filed 13 May 2026.